Carpe Diem

Tag: Software Sector

Chart illustration showing software sector valuations falling from around 40× earnings to roughly 22×, alongside icons representing insider buying and hedge fund positioning shifts.

🧠 Software’s Great Reset — And Why Insiders Are Buying

The North America Software Index has quietly reset, with valuations nearly halving to around 22× earnings. Hedge funds are closing shorts and insiders are buying shares of companies like ServiceNow, CoStar, and The Trade Desk. After one of the sharpest valuation compressions in years, opportunity may be emerging in software.

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Tags: AI Stocks, Carpe Diem, Carpe Diem Investing, CoStar, featured-home, Growth Stocks, Hedge Funds, hub-insiders, hub-stocks-fun, hub-tech, Insider Buying, Market Opportunity, ServiceNow, Software Sector, Software Stocks, Stock Market Trends, Tech Stocks, Trade Desk, Valuation Reset